i wouldn't short KO either. they control the full spectrum of drinks - from teeth rotteners to organic smoothies. at the very least, use their dividend to keep up with inflation. plus, they're a water play in developing nations. hard to bet against water.
very good points made about cheap diets during recessions, though i disagree about organics in decline. seems like the US is moving down two paths - cheap vs quality. therefore, walmart, mcdonalds, etc... should continue to grow, while co-op grocery stores will continue to pop up everywhere - after all, a better diet and lifestyle now is the best way to save on health care costs down the road. more and more people are catching onto this idea, and are willing to pay the extra buck to eat well. 'an ounce of prevention...' still rings true for many. also, gardening is waaay up this year. but i digress - any business caught in the middle - safeway, sears, etc... is not where i would put my investment dollars. i'm afraid that whole foods could be in trouble since they are only growing at about half the rate of co-ops. unified distributors are big incompetent bullies, but so far, that's been good for business. and until most gyms start hooking up those human rat wheels to some kind of power grid, i think they deserve to fail for wasting all that manpower!
On May 30 08:34 AM fxmaven wrote:
> I would be shocked to see a reversal of obesity in America. Economic > hardship, unemployment, leads consumers to seek low cost, high calorie > options, i.e. starches, bread, less meat, fewer vegetables. Organic > is clearly going to decline. McDonald's is replacing other (healthier) > dining options, look how successful they are in the Great Recession. > > > Also people will reduce spending on exercise, and employer sponsored > gym memberships are on the wane. Not a recipe for reduced obesity.
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longoil, your comments are spot on.
why haven't some people learned from the disaster of the prohibition era? or the opium wars? last i checked, decriminalization of drugs was a cause championed by true conservative thinkers, such as william f. buckley. the street price tanks if there's no legal risk factored into the price of drugs. and when grossly exaggerated prices cease, so do the bloodbaths. right now, all this violence south of the border is just encouraging people to cross the border sooner. which just means the bloodbath will be increasing in the U.S. last i checked, illegal immigration was a major concern to true conservatives. and violence should be a concern to all. marijuana, which accounts for most of the illegal activity, isn't deadly. cocaine and heroin do eventually kill a few users, but individual lifestyle choice should be a cause championed by true conservatives. drug violence brought on by a drug war kills innocent bystanders and police, and at current rates in mexico, far more than actual user deaths. who's being saved and protected?! opposing decriminalization equates to real america-bashing. heck, there won't be an america left to bash if more people don't start applying some critical thinking to their day-to-day lives.
i like lincoln, goldwater and ike, but reagan and the like can take a hike. and don't even get me started on w.
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On May 30 08:34 AM fxmaven wrote:
> I would be shocked to see a reversal of obesity in America. Economic
> hardship, unemployment, leads consumers to seek low cost, high calorie
> options, i.e. starches, bread, less meat, fewer vegetables. Organic
> is clearly going to decline. McDonald's is replacing other (healthier)
> dining options, look how successful they are in the Great Recession.
>
>
> Also people will reduce spending on exercise, and employer sponsored
> gym memberships are on the wane. Not a recipe for reduced obesity.
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On Mar 14 02:38 AM William Cowie wrote:
> And here's another interesting piece of the puzzle:
>
> AAPL and GOOG, mountains of cash and no debt... do NOT have AAA ratings.
>
>
> Go figure.
>
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why haven't some people learned from the disaster of the prohibition era? or the opium wars? last i checked, decriminalization of drugs was a cause championed by true conservative thinkers, such as william f. buckley. the street price tanks if there's no legal risk factored into the price of drugs. and when grossly exaggerated prices cease, so do the bloodbaths. right now, all this violence south of the border is just encouraging people to cross the border sooner. which just means the bloodbath will be increasing in the U.S. last i checked, illegal immigration was a major concern to true conservatives. and violence should be a concern to all. marijuana, which accounts for most of the illegal activity, isn't deadly. cocaine and heroin do eventually kill a few users, but individual lifestyle choice should be a cause championed by true conservatives. drug violence brought on by a drug war kills innocent bystanders and police, and at current rates in mexico, far more than actual user deaths. who's being saved and protected?! opposing decriminalization equates to real america-bashing. heck, there won't be an america left to bash if more people don't start applying some critical thinking to their day-to-day lives.
i like lincoln, goldwater and ike, but reagan and the like can take a hike. and don't even get me started on w.
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